Financial Planning 
Mobile: 07772 195329 
Office: 02476 011704 
 
 
 
 

Testimonials  

"Peter has been providing financial advice for my elderly parents and my husband and myself since the semi retirement of our previous advisor in early 2013. They continue to liaise which is great. The changeover has been seamless and Peter's understanding of our family's situation and the empathy and sensitivity with which he has dealt with us has been reassuring and extremely helpful. He has given us sound advice and is happy to accommodate my husband and I's desire to invest ethically. My parents' priority is IHT planning and Peter has given excellent support on this. He is a pleasure to deal with as he explains things and makes the bureaucracy side really easy. He always arrives on time for appointments and is well prepared for meetings. I cannot recommend him highly enough." 
 
Dr Alison Payne 
"Thanks Peter for doing a great job with our personal pensions and guiding us so well through the mine field of pensions. We will be giving you a call to start our company pension scheme soon." 
 
Mark Greig, Owner of Comrie Automatics 
"I am a small business owner and like most small business owners my liquid finances vary from month to month. I also recognise the importance of ensuring I am investing in my future. Peter visited with me on a couple of occasions in a 'one on one' situation. With each visit he was helpful and informative and ensured all the info he was sharing with me was relative to my current lifestyle needs, giving me consistency and flexibility at the same time. I would like to thank Peter and I would recommend his services to anyone looking to invest in their future using a service that is based on integrity (and growth!)" 
 
Joel Poirier, Elite Therapy 
"Peter helped my mother and step-father, get all of their retiring funds in order. Peter was clear and easy to understand. He is not only very professional but also makes his clients feel valued. I would happily recommend Peter's service to any of my friends & family." 
 
Kieron Murphy, Owner of Flavour Catering 
"The financial services industry is unbelievably complicated so finding a financial adviser you can trust is paramount. Peter's approach of a long term commitment and annual reviews is so important and he's shown infinite patience coming up with options and reviewing alternatives. You won't get a hard sell, just in depth industry knowledge, good advice and old fashioned service." 
 
David Morphew, Photographer 
"Peter takes the time to listen to you and fully understand your requirements before he offers advice. Then, because of his experience, he is able to tailor the service to your needs. For anyone looking for financial planning and advice, Peter is the one I would recommend." 
 
Martin Sparrow, owner of Suretax Accounting 
"Peter uses his depth of financial expertise and excellent people skills to help you think through your financial goals and subsequently make realistic plans to set about reaching them - this is a fantastic service! I would highly recommend Peter to anyone." 
 
Nick Howes, Director of LMI UK